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Mark Sheptoff Financial Planning’s Gilead Sciences GILD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$734K Sell
5,502
-149
-3% -$20.9K 0.39% 47
2025
Q4 		$694K Buy
+5,651
New +$687K 0.33% 49
2019
Q1 		– Sell
-217
Closed -$14K – 356
2018
Q4 		$14K Buy
217
+2
+0.9% +$140 0.01% 212
2018
Q3 		$17K Buy
215
+1
+0.5% +$76 0.01% 250
2018
Q2 		$15K Sell
214
-8,673
-98% -$612K 0.01% 244
2018
Q1 		$670K Sell
8,887
-1,131
-11% -$89.9K 0.46% 53
2017
Q4 		$718K Sell
10,018
-3,824
-28% -$290K 0.47% 57
2017
Q3 		$1.12M Sell
13,842
-449
-3% -$34.3K 0.75% 38
2017
Q2 		$1.01M Sell
14,291
-649
-4% -$43.2K 0.69% 41
2017
Q1 		$1.01M Sell
14,940
-173
-1% -$12.2K 0.72% 39
2016
Q4 		$1.08M Sell
15,113
-700
-4% -$52K 0.8% 36
2016
Q3 		$1.25M Sell
15,813
-1,074
-6% -$87.2K 0.93% 31
2016
Q2 		$1.41M Buy
16,887
+1,000
+6% +$88.7K 1.05% 29
2016
Q1 		$1.46M Buy
15,887
+2,204
+16% +$199K 1.19% 25
2015
Q4 		$1.39M Sell
13,683
-475
-3% -$49.4K 1.12% 24
2015
Q3 		$1.39M Buy
14,158
+4,660
+49% +$518K 1.22% 23
2015
Q2 		$1.11M Buy
9,498
+4,200
+79% +$459K 0.9% 33
2015
Q1 		$520K Sell
5,298
-900
-15% -$91.4K 0.43% 56
2014
Q4 		$584K Buy
6,198
+100
+2% +$10.3K 0.52% 57
2014
Q3 		$649K Buy
6,098
+2,400
+65% +$235K 0.57% 53
2014
Q2 		$307K Buy
3,698
+490
+15% +$38.1K 0.26% 85
2014
Q1 		$227K Buy
+3,208
New +$252K 0.2% 98

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's GILD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Gilead Sciences (GILD) stake by 2.6% in Q1 2026, selling an estimated $20.9K and leaving 5,502 shares worth $734K. The position accounts for 0.39% of the portfolio, ranked #47.

Mark Sheptoff Financial Planning first reported a position in GILD in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.46M in Q1 2016. 2,311 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Mark Sheptoff Financial Planning held 5,502 shares of Gilead Sciences worth $734K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 149 Gilead Sciences shares in Q1 2026, an estimated $20.9K.
  • Gilead Sciences made up 0.39% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #47 holding.
  • Mark Sheptoff Financial Planning first reported a position in Gilead Sciences in Q1 2014 and has held it in 22 quarters since.
  • Mark Sheptoff Financial Planning's Gilead Sciences position peaked at $1.46M in Q1 2016.
  • 2,311 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.